Member Info for Noise

I'm not sure about hydrogen fuel cars, there's probably a niche they can fill, the lack of hydrogen pipelines, home/peculiar high pressure storage etc. I think it'd be an option for corporate fleets with a large depot and technicians on hand. I just can't imagine my mother uses one.

I thought he said 'Gigawatt-hour' when referring to an upcoming power storage project, subtle yet important difference, may have misheard though.

Who is Radomer Prus?

Bit of PR from HE3DA, the customer who signed up the deal with EMH and keep shouting about using Czech lithium. http://www.solarninovinky.cz/?zpravy/2018042504/unikatni-fotogalerie-jak-pokracuje-vystavba-nove-tovarny-he3da-na-baterie-na-karvinsku It's a video from last week showing the construction progress, project plans and timelines. It even has lorries driving around that indicate their company focus is 'designed for smart grids'. Are EMH likely to make small batches in time for the end of 2019? They allege finance for a factory building 1.2million 1kWh batteries annually. I had not realised the HE3DA batteries were manufactured this large. Taking their numbers as gospel, they'll need ~ 1kt of lithium for their 1st factory, with suggestions a 2nd factory in Nevada is scheduled. So they will need to buy $13+m of Lithium from the end of 2019. Apparently the HE3DA batteries include cooling circuits inside the battery,presumably to prevent thermal runaway.

Jibbidy, Tesla have 2000 orders for the Tesla semi truck apparently, 2000x 1000kWh batts. That's 1,800,000kg of lithium alone

I did think Valirx's VAL201 would be a potential superb complementary product for Axumin. Imagine controlling the PET imaging of prostate as well as a therapeutic anti-cancer agent with no side effects? (TBC in further trials anyway). Especially since Axumin may also work well in Breast cancer.

As part of Volkswagen's US plea deal to compensate for the faked diesel standards I believe they have to commit to spending $2bn on around 3000 fast charger stations throughout the US. I understand they have reached a point where they have 4 contractors already selected for the work. Add that to the 1500 Tesla have and that's getting on for ~ 90 per state, not fabulous but heading in the right direction.

Interesting marketing blurb about HE3DA's expansion plans, initially they appear to be targeting energy storage applications and what appears to be an automotive starting motor battery. Considering they are apparently buying lithium from EMH it is pleasing to see a manufacturing plan, we also know they did apparently start building the factory in October 2017. They show photos of various batteries and a technical FAQ, as well as a list of companies apparently involved in the "Airbus for batteries" EU project https://www.he3dausa.com/about 2016 FIRST PROTOTYPES MANUFACTURED 2017 EU GIGAFACTORY BREAKS GROUND 2018 BUSINESS DEVELOPMENT FOR U.S. GIGAFACTORY ​ ​2019 EU GIGAFACTORY FINALIZED 2021 U.S.GIGAFACTORY FINALIZED https://www.he3da.cz/ "Members list of the European Battery Alliance April 12, 2018"

Scary that CATL will soon have $2bn to spend on lithium mines and factories.

In a perfect world it will be a 30% loan from the European Investment bank, 30% debt and 40% upfront payment from a chemicals trader.

There are dozens of manufacturers of electric busses by the way: https://en.wikipedia.org/wiki/List_of_electric_bus_makers_and_models

I was in India a few weeks ago, the locals were getting agitated by a proposed new law allowing the government to scrap all vehicles older than 15 years. Literally the govt will be able to drive around the big cities and confiscate any non-complying vehicles and scrap them (sending the owner the bill!!!!).

You don't hire someone with a track record of 'Operations Mine Management' for dealing with politics do ya? You need a mine before you can be a mine manager ;) so a very good, albeit minor step along the way. I guess the operations and development workload is soon to ramp up....

Yeah it sounds like he is willing to step aside to seal the deal for the party, apparently he's repeated that he technically has until the end of June, but since the Social Democrats are unwilling to work with his party if the leader is effectively charged with fraud it will be a tough sell for him. Whether he can insert a puppet or a cross-party appeaser is the way it is looking.

This is just how politics works no? You demand some stuff, you get a few things, disaster it all falls apart, a bit of brinksmanship and suddenly there's a compromise. Probably, anyway, but maybe not. Time will tell!

PS on the assumption the political problems can be ironed out now and the new ISA year has begun, you could be excused for being a tad more enthusiastic and long on EMH....? Even as a tin mine this has �150mn+ potential, and all they have to do for that is roast the ore and gravity separate the impurities out, they managed that at Cinovec in the 1970s so it's not like there's a gigantic risk there.

http://www.radio.cz/en/section/news/ano-social-democrat-negotiators-say-compromises-found-on-policy-differences This seems to confirm my rumour from yesterday, the political parties are have organised a special resolution vote for Saturday where it appears likely the government will be formed. An agreement over sick pay benefits has mostly appeased the communists "Negotiators from the ANO and Social Democrat parties say they have ironed out all of their fundamental policy differences. The declaration was made following talks between the two sides on Wednesday aimed at paving the way for a minority ANO and Social Democrat government supported by the communists. ANO deputy prime minister Richard Brabec said compromises had been found over sick pay for employees during the first three days� absence and over tax. He did not give details. The two sides meet again late Thursday where crucial talks over the share out of Cabinet portfolios will be discussed. The outcome of the talks should be put to a special meeting of Social Democrat delegates on Saturday."

Czech news indicates the new government will be formed in the next week or two, it seems to be an argument over who takes the ministerial posts at things like the Finance Minister and Interior minister that is causing much wrangling, the communists want a few token deals (paid sick leave for the first 3 days of illness seems a recurring demand, not quite as ridiculous as I was expecting from the communists).

Turns out the Tesla semi truck has 500 pre orders paid up and Elon is saying 5year plan 100k trucks per year ....

https://electrek.co/2018/03/30/end-internal-combustion-engine-says-ups-fleet-to-electric/ UPS The company says that the new smart grid system and energy storage capacity added to its central London site will allow them to switch the entire fleet of 170 delivery trucks to electric. The delivery giant is also working on several other electrification efforts. They are converting �up to 1,500 delivery trucks� to battery-electric in New York, they�ve already bought some of Daimler�s new electric trucks, and they�ve ordered 125 Tesla Semi trucks. Last month, they also placed an order for a fleet of 50 all-electric delivery trucks made by Workhorse.